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iShares Core S&P Small-Cap ETF

2,504 hedge funds and large institutions have $62.8B invested in iShares Core S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 987 increasing their positions, 1,054 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 2,4872,504 (+17)

0% less funds holding in top 10

Funds holding in top 10: 299298 (-1)

6% less repeat investments, than reductions

Existing positions increased: 987 | Existing positions reduced: 1,054

Holders
2,504
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
298
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$58M
Puts
$40.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ML
701
McAdam LLC
Pennsylvania
$5.9M
CHC
702
City Holding Co
West Virginia
$5.9M
PFM
703
Phillips Financial Management
Indiana
$5.84M
CCB
704
Country Club Bank
Missouri
$5.79M
MLIC
705
Mandatum Life Insurance Company
Finland
$5.79M
AFS
706
Aft Forsyth & Sober
Florida
$5.78M
WFA
707
Wellspring Financial Advisors
Ohio
$5.75M
CIC
708
Carnegie Investment Counsel
Ohio
$5.7M
DWM
709
Dakota Wealth Management
Florida
$5.66M
LF
710
Lee Financial
Texas
$5.65M
AFS
711
AFG Fiduciary Services
Massachusetts
$5.64M
ISWM
712
Independent Solutions Wealth Management
New York
$5.63M
SWM
713
Spire Wealth Management
Virginia
$5.62M
GWM
714
Graybill Wealth Management
Illinois
$5.61M
KWM
715
Kingsview Wealth Management
Oregon
$5.6M
FPAS
716
Focus Partners Advisor Solutions
Missouri
$5.59M
RhumbLine Advisers
717
RhumbLine Advisers
Massachusetts
$5.57M
OGF
718
Orin Green Financial
California
$5.57M
HLCM
719
Hi-Line Capital Management
South Dakota
$5.55M
TW
720
TritonPoint Wealth
Maryland
$5.52M
KAS
721
KPP Advisory Services
Kentucky
$5.52M
PTC
722
Private Trust Company
Ohio
$5.51M
GVAG
723
Great Valley Advisor Group
Delaware
$5.47M
VFPW
724
Vantage Financial Partners (Wisconsin)
Wisconsin
$5.45M
CCA
725
Coign Capital Advisors
Utah
$5.43M